I’m passionate about helping people before and after retirement with their financial needs. This includes strategic retirement planning, wealth creation, financial protection and retirement income.
My experience with Centrelink is extensive as I assist clients with claims, paperwork, changes and any questions they have.
I tailor specific advice to each client in their best interest and educate clients in everyday language on their individual strategies and the impact of relevant legislative changes.
Building trusting, long-term relationships with my clients and ensuring they have peace of mind in retirement, is what I enjoy.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 4
- First year providing advice 2006
- Years of experience 18
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Retirestrong Pty Ltd
57 Capella StreetCoorparoo, QLD 4151
Opening hours
- 8:00am – 5:00pm Monday – Friday
Meeting methods
- In person
Licensed by
Lifespan Financial Planning
AFSL 229892